NovaPoint Capital Investment Adviser-Allan Duncan

I help people bridge the space from hope to possibility.

Whatever your financial goals, I offer the planning, hard work, guidance, actionable steps and unbiased overview of the big picture to help you so you can achieve them. I understand that when people put their confidence in me as their financial planner that they aren’t just entrusting me with their money. They are trusting me with their dreams of going to college, getting married, starting a family, thriving in their careers, and enjoying their retirement. I bring my 25 years of entrepreneurialism to help guide my clients with a cheerful and tireless work ethic. I am lucky enough to work with an award-winning team at Scarlet Oak Financial Services, so I can offer great customer service and accessibility to all my clients. I would love to connect, I can be reached at 800-871-1219 Ext 7 or [email protected]. Or if you are ready to book an appointment, click here.

Advisory Services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor.